SEC 13F Intelligence

Managers / Q1 2026

Alpha Financial Partners LLC

CIK 0001966219 · 319 CEDAR STREET, SUITE 201, LEXINGTON, KY, 40508 · 8597852660

Reported Value
$169M
Q1 2026
Positions
103
Filings on Record
14
2019–present window
Filed
May 13, 2026
original filing

Summary

Alpha Financial Partners LLC reported $169M in U.S.-listed holdings across 103 positions for Q1 2026.

The portfolio is heavily concentrated: Ishares Tr alone accounts for 26.7% of reported value.

Compared with Q4 2025, the fund opened 10 new positions and exited 2.

Portfolio Metrics

Turnover
+3.8%
vs prior filed quarter
Top-10 Concentration
+62.6%
share of reported value
Largest Position
+26.7%
Ishares Tr
New / Exited
10 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $82MQ4 ’22Q1 ’23: $89MQ2 ’23: $94MQ2 ’23Q3 ’23: $86MQ4 ’23: $101MQ4 ’23Q1 ’24: $110MQ2 ’24: $116MQ2 ’24Q3 ’24: $140MQ4 ’24: $127MQ4 ’24Q1 ’25: $125MQ2 ’25: $139MQ2 ’25Q3 ’25: $154MQ4 ’25: $164MQ4 ’25Q1 ’26: $169Mfilingsflow.com

Portfolio Composition

By security type
ETP: 83.5%Common Stock: 16.0%Other: 0.3%REIT: 0.1%
  • ETP · 83.5% · $141M
  • Common Stock · 16.0% · $27M
  • Other · 0.3% · $498,833
  • REIT · 0.1% · $225,338

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+37.4K37.4K+$2M$2M
FIRST TR EXCHANGE-TRADED FDNEW+9.3K9.3K+$2M$2M
ISHARES TRNEW+5.0K5.0K+$550,211$550,211
AMERICAN CENTY ETF TRNEW+4.3K4.3K+$343,102$343,102
CHVCHEVRON CORPORATIONNEW+1.4K1.4K+$281,337$281,337
PGPROCTER & GAMBLE CONEW+1.9K1.9K+$269,514$269,514
ISHARES TRNEW+1.3K1.3K+$266,493$266,493
ISHARES INCNEW+3.5K3.5K+$244,680$244,680

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

34 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · CORE US AGGBD ET · CORE S&P MCP ETF · CORE MSCI TOTAL · NATIONAL MUN ETF · CORE S&P SCP ETF · 0-3 MNTH TREASRY · GLOBAL ENERG ETF · CRE U S REIT ETF · PFD AND INCM SEC · US INFRASTRUC · FLTG RATE NT ETF · ISHS 1-5YR INVS · TIPS BD ETF · RUS MID CAP ETF57.40%$97M704.7K
2SSGA ACTIVE TRSST BRIDGEWATER3.59%$6M210.4K
3BLACKROCK ETF TRUSTISHARES US EQUIT2.88%$5M83.5K
4SPDR SERIES TRUSTSTATE STREET SPD2.84%$5M62.7K
5NDQINVESCO QQQ TRhistory →UNIT SER 12.75%$5M8.0K
6JPMJPMORGAN CHASE & COhistory →COM2.15%$4M12.4K
7VANGUARD INDEX FDSS&P 500 ETF SHS · TOTAL STK MKT1.73%$3M5.8K
8PWRQUANTA SVCS INChistory →COM1.46%$2M4.5K
9AAPLAPPLE INChistory →COM1.16%$2M7.7K
10PIMCO ETF TRINTER MUN BD ACT1.14%$2M37.0K
11NEOS ETF TRUSTNEOS S&P 500 HI · NASDAQ 100 HIGH1.14%$2M38.9K
12FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE0.90%$2M9.3K
13STATE STR SPDR S&P 500 ETF TTR UNIT0.82%$1M2.1K
14NVDANVIDIA CORPORATIONCOM0.79%$1M7.7K
15IAU*ISHARES GOLD TRISHARES NEW0.71%$1M13.6K
16MSFTMICROSOFT CORPCOM0.70%$1M3.2K
17IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.66%$1M29.1K
18GOOGALPHABET INCCAP STK CL C0.64%$1M3.8K
19LGNLEGENCE CORPCL A0.60%$1M17.9K
20CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI0.53%$896,80930.4K
21EXMOCEXXON MOBIL CORPCOM0.50%$842,5095.0K
22BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.49%$821,8281.7K
23AMZNAMAZON COM INCCOM0.48%$807,3913.9K
24COSTCOSTCO WHOLESALE CORPORATIONCOM0.45%$764,578767
25WORLD GOLD TRSPDR GLD MINIS0.42%$703,6107.6K
26TSLATESLA INCCOM0.38%$649,0881.7K
27LLYELI LILLY & COCOM0.37%$632,236687
28FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT0.37%$629,50316.3K
29VANGUARD WORLD FDINF TECH ETF0.37%$617,735885
30AVGOBROADCOM INCCOM0.36%$613,9122.0K
31TJXTJX COS INC NEWCOM0.35%$594,7603.7K
32LISTED FDS TRROUNDHILL MAGNIF0.34%$569,1179.8K
33PACER FDS TRLUNT LRGCP MULTI0.33%$556,00110.7K
34HDHOME DEPOT INCCOM0.30%$509,0111.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$169M103May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$164M95Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$154M92Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$139M89Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$125M85Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$127M83Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$140M108Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$116M73Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$110M73May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$101M81Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$86M82Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$94M92Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$89M89May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$82M81Feb 16, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.